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1 Vote

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...

Created 03 Sep 19:27 by Phil Read

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Reports

When I select the Nominal Ledger Reports with Opening balances, Sales , purchases & expenses also comes with Opening Balance. my suggestion is to give option for each & every item whether to select Opening Balance or Not. Then If i select ...

Created 01 Sep 11:27 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Purchase Order Access & Display Originator

Really pleased to see that there is a purchase order (PO) module. Would like to see that there is a user access category just for POs meaning that the user would not be able to convert these to purchase invoices. Some of my clients are still unabl...

Created 30 Aug 06:58 by A F

IRIS KashFlow / Purchases

0 New
1 Vote

kashflow indicates incorrect information when Gocardless dd is mandate is pending a second signature

I think there needs to be some indication in Kashflow that if a payment is not paid via dd through Gocardless due to second signature mandate being incomplete and dd is pending approval then the invoice should not show as paid in kf. .

Created 27 Aug 12:12 by Guest

IRIS KashFlow / Payments

0 New
1 Vote

Daily sales report (line graph)

No description provided

Created 27 Aug 08:52 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...

Created 26 Aug 12:47 by Louise Saunders

IRIS KashFlow / Projects

0 New
1 Vote

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...

Created 26 Aug 12:47 by Louise Saunders

IRIS KashFlow / Projects

0 New
1 Vote

Allow Overpaid Purchases to be ticked in batch payments

Overpaid invoices can not be chosen in a batch payment. This makes it awkward when clients are using the available credit to net off other purchases. An underpaid invoice appears but overpaid ones do not

Created 24 Aug 11:04 by Gwion Ashton

IRIS KashFlow / Payments

0 New
1 Vote

Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...

Created 24 Aug 10:15 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...

Created 19 Aug 13:33 by Gwion Ashton

IRIS KashFlow / Invoicing & Quotes

0 New